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Sponsor portfolio

NQM FUNDING LLC

EIN 65-0709224-financial services-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$491K premiums
Participants
590
4800 N. FEDERAL HIGHWAY, BLDG. E200 - BOCA RATON, FL 33431561-886-0300nqmf.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#004401k-$7.0M - 392 part#501Fully Insured-$491K - 277 lives

Benefits portfolio analytics

1 plan / $491K premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$239K
  • Health$174K
  • Dental$168K
  • Vision$168K
  • Long-term disability$64K
  • Short-term disability$19K
  • +1 more
Total $491K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • TRANSAMERICA LIFE INSURANCE COMPANY35%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY30%
Total $491K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • RSC INSURANCE BROKERAGE INC90%
  • EXCELSIOR BENEFITS LLC9%
  • ROBERT M NOE0%
Total $71K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

NQM FUNDING, LLC 401(K) PLAN

401k

Assets$7.0M
Participants392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NQM FUNDING LLC EMPLOYEE BENEFIT PLAN

Fully Insured - TRANSAMERICA LIFE INSURANCE COMPANY

Premiums$491K
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004NQM FUNDING, LLC 401(K) PLAN401k$7.0M3922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NQM FUNDING LLC EMPLOYEE BENEFIT PLANFully InsuredTRANSAMERICA LIFE INSURANCE COMPANY$491K2772025
Retirement plans
Welfare plans
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